Meet the team
Independently owned and run

Our Latest News

Market Commentary: Monthly Bulletin June 2025

July 3, 2025
Markets had a positive June, as easing of geo-political tensions and optimism on future trade deals helped boost investor sentiment. Read more

Market Commentary: Monthly Bulletin May 2025

June 2, 2025
It has been a ‘risk-on’ month, resulting in positive returns from global equity markets and a less favourable backdrop for perceived safe-haven assets Read more

Market Commentary: Monthly Bulletin April 2025

May 1, 2025
Global equity markets had a difficult start to April but rebounded strongly after the initial fallout from Trump’s Trade War on the rest of the world. Read more

Trump’s Tariffs and the Implications for Investment Markets

April 7, 2025
On Wednesday, Donald Trump announced wide-ranging tariffs against imported goods from much of the rest of the world. Whilst these have been signposted for weeks, the level of tariffs imposed on the European Union and the UK were either as anticipated or even not as high as feared. Read more

Who do we work with?

Business owners

We know that managing your business and personal finances simultaneously can be challenging. Our advice harmonises both to ensure you achieve your goals.

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Senior executives

You work hard to achieve your career goals. We will work equally hard, on your behalf, to ensure you meet your short, medium, and long-term financial goals.

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Nearing retirement

We will help you make sense of your finances, putting a plan in place to meet your retirement goals, allowing you to leave your working life behind.

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“At Boolers, you know that things will be dealt with properly and professionally. A real safe pair of hands!”

Beverley Merrell
Partner BHW

“I have always found the quality of advice, technical knowledge and level of service is second to none. ”

Paul Clark
Managing Director, Westminster Building Company

“Thank you to all of you for such a wonderfully smooth transaction! Hope we can do it again some time.”

James Burleigh
Managing Director, James Burleigh Furniture

“Boolers provided excellent advice when we needed it most.”

John Ikin
Partner, Fisher German

“Boolers have provided myself, family and business with pension and investment advice for over 30 years and continue to provide a high quality professional service to us all on an ongoing basis.”

Jared Mitchell
Managing Director, Morecrofts

“Chris Ball has been our Financial Adviser for many years and, from the start, we have been impressed with his strategic sense, his deep knowledge and his skills in helping us build our own successful retirement. He understands our aims and how to achieve them and has taken great care of us throughout. ”

David & Heather Purdey